Jon Upham currently serves as the Head of Institutional Retirement at Creative Planning, a position held since December 2025. Prior to this role, Jon Upham was the President of SageView Advisory Group from February 1999 to December 2025 and worked as an Institutional Securities Trader at Precision Securities from July 1997 to January 1999. The early career includes a role as a Teacher/Coach at Corona del Mar High School from August 1995 to June 1997. Jon Upham holds a Master of Arts in Education from Concordia University Irvine, completed between 1995 and 1997, and a Bachelor of Arts in History from the University of Redlands, earned from 1991 to 1995.
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